Maxwell Baumann, CWS®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Allison Lathrop
Manager, Client Service
Brittani Woodruff
Sr. Client Service Specialist
David Buchanan
Relationship Manager
Erin Baldwin, FPQP™
Client Service Manager, Wealth Path Group
Erin Larsen
Client Service Specialist
Jack Robertson
Service Operations Associate
Jill Abell
Manager, Client Service
Kimberly Eskelson
Relationship Manager
Korina Kaio-Maddox
Sr. Manager, Client Service
Laurie Macielinski
Sr. Client Service Specialist
Lily Jackson
Client Service Specialist
Lindsey Sundara
Service Ops Associate
Mary Hamshou
Sr. Manager, Client Service
Michon McCabe
Client Service Specialist
Miranda Nusbaum
Sr. Client Service Specialist
Piper Baker
National Client Service Specialist
Virginia Cramp
Sr. Client Service Specialist
Alice Haneman
Financial Planner

